Modifying Member Selection Using the Formula Bar

When working with members in a grid, you use the formula bar to add and modify member selections. You can either use the member selector or manually enter members and functions in the formula bar, and auto-complete will list matches based your entry. You can make a selection by clicking on any of the suggestions shown in the drop down.

You can also copy a selection and paste it into the formula bar for another header cell for the same dimension. For functions that have "inclusive" as a parameter (for example, Children, Descendants, etc.), you can also Toggle Inclusive on or off from the formula bar.

Note:

The formula bar does not support manual entry of member aliases, only member names.

To modify member selection using the formula bar:

1. In a grid, select a heading cell of a data row or column.
2. Do one or more of the following:

   • Remove a selection: To remove a selection from the grid, click the X next to a member name.

   • Manually enter a selection: Enter a member name or function to add it to the grid. Using auto-complete you can select a matching member or function from the list. See Using Auto-complete in the Formula Bar for more details.

   • Use Member Selector: Click in the formula bar, and use the Select Members dialog box to select or remove members.

   • Copy and Paste selections: Right-click on a selection in the formula bar and select Copy. Select a heading cell of another data row or column for the same dimension, right-click in the formula bar and select Paste.

   • Toggle Inclusive: Right-click on a member selection in the formula bar and select Toggle Inclusive to toggle between including the member or not. For example, Children of Q1 vs. Children of Q1 (Inclusive).

   The new members are displayed in the grid. For information on member selections, see Assigning Members Using Functions.

   Note:

   Reports utilize a relational metadata cache to speed up member queries and member selection operations such as searches and formula bar type-ahead. The cache is generated and populated for each report designer and end-user the first time a report is accessed during their session. The cache remains in place throughout the user's current session and is cleared when a user signs out of the Cloud EPM business process (For example, Narrative Reporting, Planning, and so on) where Reports are being used and accessed.

   If a cube's dimensions and members are updated while a Reports user is in an active session, the metadata cache will not be updated to reflect dimension and member changes. A user will need to sign out and sign back into their Cloud EPM Business process to refresh the metadata cache to reflect any changes made.

When modifying member selection using the formula bar, keep in mind the following points:

• Member names in the formula bar are not case-sensitive.

• You cannot combine numerical functions with member functions; for example, Sum(Children of (Product) (Inclusive)).